A range of Consultancy Services

Heritage is a very sophisticated system and has a high degree of tailorability built-in. Many of the customizable elements are designed to be used by you without direct input from our technical staff. However you may need help from time to time implementing more complex operations and requirements and we offer technical consultancy services.

Remote or On-site Consultancy?

New technologies allow us to connect to your Heritage system from our offices in Oxford and work with you to make changes and adjustments. Using 'TeamViewer' you can allow us to take control of your system, while you watch, so that the implementation of the requirement is fast and free from error.

Sometimes though, there is no substitute for an on-site visit. One popular on-site requirement is an annual system 'MOT', which can be used to rationalise data, tidy up rogue records and remove anomalies which affect performance. Our consultants are experienced and knowledgeable, not just about Heritage, but running a library system in general, and they will arrange with you in advance, what you require and what it will take to achieve it. 

Heritage System MOT - Description

System Configuration & Implementation Service

Whilst Heritage Cirqa is designed to be set-up by users without technical help, it is often at the beginning that some input and guidance in configuring your system is really helpful. At this point you are unfamiliar with the layout and detail of the system and if you're trying to run a busy library at the same time as implementing a new system it can put a strain on your time and resources.

Our 'System Implemenation & Configuration Service' involves one of our trainers configuring your Heritage Cirqa system to your requirements so that the system is ready for you to start using straight away. Our trainer will discuss your set-up with you in advance and you will simply need to complete a form to confirm your preferences. Not only will this save you time, it is an invaluable opportunity to discuss the implications of those parameters around the system both now and in the future.

The tasks covered by the service include the following: 

  • Basic setup of overdues, reservations, library details, locations, users and logins
  • Basic setup of Event scheduler i.e. Daily copy of live data to test data, index rebuild, notification of items due back soon sent via email
  • Help with setting up Reader Import Module if purchased (with data provided by your institution)
  • Basic set up of Enquiry Groups for providing tailored views of Heritage Online 

Once your system is configured you will be provided with a printed report  which will identify areas which you may wish to further refine or revisit in the future. We can also supply a proposed training overview to address these points in the future so nothing is forgotten. 


Given that there are several ways to address your requirements we can find one which matches your own confidence and budget. Talk to our Sales Manager, Emma Duffield, about your requirement and which method will work best for you.


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